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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

387 hedge funds and large institutions have $8.08B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.67%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$110M
2
SCM
2
SCS Capital Management
Massachusetts
$103M
3
VFA
3
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.04B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$663K
3
Truist Financial
3
Truist Financial
North Carolina
$8.57M
4
GI
4
Gradient Investments
Minnesota
$149K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
326
Richard W. Paul & Associates
Michigan
$75.6K -$3.57K -123 -5%
CPG
327
Custom Portfolio Group
Colorado
$73.7K +$73.7K +2,540 New
FPF
328
First Pacific Financial
Washington
$67.6K +$67.6K +2,328 New
AWA
329
Alaska Wealth Advisors
Alaska
$63.1K -$3.02K -104 -5%
CFD
330
Creative Financial Designs
Indiana
$57.8K -$638 -22 -1%
BA
331
Ballast Advisors
Minnesota
$51.9K -$32.7K -1,127 -39%
OP
332
ORG Partners
Indiana
$42K +$22.7K +783 +118%
CTC
333
Central Trust Company
Missouri
$40.6K -$1.19K -41 -3%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$40K +$40K +1,380 New
TCM
335
Tradewinds Capital Management
Washington
$38.5K -$13.6K -469 -26%
CIR
336
Clear Investment Research
Georgia
$38.4K +$38.4K +1,322 New
KFI
337
Key Financial Inc
Pennsylvania
$36.1K +$33.8K +1,165 +1,456%
HNB
338
Huntington National Bank
Ohio
$35.8K -$113K – –
AF
339
Advisornet Financial
Minnesota
$25.4K – – –
HGERS
340
Householder Group Estate & Retirement Specialist
Arizona
$23K -$226K -7,876 -91%
EWA
341
EverSource Wealth Advisors
Alabama
$20.6K +$232 +8 +1%
CT
342
Colonial Trust
South Carolina
$17.8K +$17.8K +590 New
ACA
343
Aptus Capital Advisors
Alabama
$17.8K -$71.7K -2,471 -80%
GWANC
344
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.5K +$16.5K +568 New
CP
345
Castleview Partners
Texas
$13.7K -$62K -2,139 -82%
HPC
346
HM Payson & Co
Maine
$13.3K +$13.3K +458 New
SIC
347
Salem Investment Counselors
North Carolina
$13.1K – – –
OLVIG
348
Oliver Lagore Vanvalin Investment Group
Michigan
$12.4K +$145 +5 +1%
NP
349
NorthRock Partners
Minnesota
$12.1K +$12.1K +417 New
RFG
350
REAP Financial Group
Texas
$9.55K +$9.55K +329 New
12 13
14
15 16